Agile Independent Financial Advice Ltd

Independent Financial Adviser  Airedale House, Leeds, West yorkshire, LS4 2EW
First meeting at adviser's own cost
Chartered financial planning, for all aspects of your current and future financial life.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Chris Thorpe
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Chartered Financial Planner
About us

Chris Thorpe is a Chartered Financial Planner, specialising in wealth management, retirement planning and estate planning for private individuals and business owners.

Our services

We give you the peace of mind that your financial planning is in order. We put you in the picture about what you need to do to achieve the best financial position and the lifestyle you want, today and tomorrow.

If you want to plan your financial life, in the knowledge that the plan and the supporting policies are independently researched to ensure the best quality and cost, then we need to have a chat.

Where to find us

Airedale House, 423 Kirkstall Road, Leeds, West Yorkshire, LS4 2EW

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 15th January 2020

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